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IMA Financial Group, Inc. · 3 hours ago

Client Analyst

Pasadena, CA

Full-time

Onsite

Entry Level

$62K/yr - $68K/yr

1+ years exp

IMA Financial Group, Inc. is a recognized leader in the insurance industry, known for its entrepreneurial spirit and commitment to associates. The Client Analyst role involves managing client data, processing insurance certificates, and supporting the Client Manager with various administrative tasks.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Hiring Manager

Jordan Skidmore, PRC

Responsibilities

Client data entry into agency management system for updated applications

Use Indio for renewal process and other processes

Issue or oversee the issuance of certificates of insurance and the renewal process

Issue evidence of property insurance, automobile ID cards, and order change requests

Upload Insured’s Policies into EPIC, Passport and arrange for mailing, if applicable upon request by client

Per Client Manager instructions, transmittal memos, request loss runs, order WC claim status, and request experience modification worksheet

Update proposal drafts where assistance is needed by Client Manager

Follow up on cancellation and reinstatement notices

Update suspense and follow-up on activities for second request if needed

Attach e-mails to Epic

Check and process endorsements and audits

Policy pre-checking

Online rating and premium finance agreements

Invoice endorsements, audits, and other items as instructed

Process routine mail as instructed

Handle routine phone calls and provide coverage on phones when Client Manager is unavailable

Special projects, word processing, and Excel as instructed

Qualification

Client data entryIndio softwareEPIC softwareExcel proficiencyProfessional demeanorCommunication skillsTime managementTeam collaboration

Required

Minimum 1 year office or administrative experience and/or training required

Ability to conduct yourself in a professional, collaborative, and respectful manner within a team environment

Dependable, self-motivated, and willing to gain insurance knowledge

Ability to represent the organization to clients in a professional and courteous manner

Ability to multi-task and transition from one responsibility to another in a positive and energetic manner

Strong written and verbal communication skills

Demonstrated ability to manage time, prioritize, and work independently

Benefits

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

Pre-Tax Parking Plan

401(k)

Life/AD&D

Accident

Critical Illness

Hospital Indemnity

Long Term Care

Short-term Disability

Long-term Disability

Business Travel Accident

Identity Theft

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Health Club Reimbursement

Personal and Professional Development

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees